See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,465 | $152,509-59.7% | $117,472-47.7% | $134,475-54.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.05% | 52.99%-71.0pp | 29.74%-47.8pp | 417.96%-436.0pp |
| Employer contribution / active EE | $7,706 | $5,571+38.3% | $4,176+84.5% | $4,740+62.6% |
| Participant deferral / active EE | $6,218 | $4,818+29.1% | $4,070+52.8% | $6,400-2.8% |
| Admin fee / account holder | $735 | $7,004-89.5% | $5,645-87.0% | $11,426-93.6% |